Job Description Qualified Paraplanner Altrincham (Hybrid) We are looking for a skilled Paraplanner to join our growing financial planning team. You will provide technical support to Financial Consultants and administration staff, prepare investment reports, and conduct market research. This is an excellent opportunity for an experienced paraplanner to work in a collaborative environment where accuracy, compliance, and client focus are paramount. Create and compile investment reports for new and existing clients " Prepare pre-investment packs to support Financial Consultants' recommendations " Produce market research reports to ensure investment propositions remain competitive " Maintain relationships with investment and insurance providers, supporting their management " Achieved, or working towards, Financial Planning Diploma (Level 4) " Minimum of 2 years' experience as a paraplanner in a similar financial services firm " Strong knowledge of investments, pensions, and financial services products " Understanding of investment PI awards and complex financial planning solutions " Proficiency in Microsoft Office applications "
Pension Paraplanner in Altrincham employer: NJR Recruitment
Join a leading insurance business in Uttoxeter, where your leadership skills will thrive in a supportive and dynamic work environment. With a competitive salary, excellent bonus structure, and genuine opportunities for career progression, you'll be empowered to coach and develop your team while driving performance and delivering exceptional customer service. Our commitment to professional development ensures that you can grow alongside the company, making this an ideal place for ambitious individuals seeking meaningful and rewarding employment.
